We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF
SHE

99 hedge funds and large institutions have $81.4M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

4% more funds holding

Funds holding: 95 → 99 (+4)

9.06% less ownership

Funds ownership: 43.68% → 34.62% (-9.1%)

15% less capital invested

Capital invested by funds: $95.5M → $81.4M (-$14.1M)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$3.2M
2
SAG
SageView Advisory Group
California
+$1.89M
3
William Blair & Company
William Blair & Company
Illinois
+$1.02M
4
ITB
Idaho Trust Bank
Idaho
+$490K
5
LPL Financial
LPL Financial
California
+$396K

Top Sellers

Rank Fund Capital Flow
1
RCG
Rock Creek Group
District of Columbia
-$17.1M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$655K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$256K – – –
PAI
52
Pittenger & Anderson Inc
Nebraska
$254K +$48.4K +481 +25%
MA
53
Mutual Advisors
Nebraska
$243K – – –
FPAS
54
Focus Partners Advisor Solutions
Missouri
$239K +$10.7K +106 +5%
RJA
55
Raymond James & Associates
Florida
$237K -$3.32K -33 -1%
HighTower Advisors
56
HighTower Advisors
Illinois
$232K +$220K +2,192 New
HR
57
Howe & Rusling
New York
$223K – – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$218K +$207K +2,061 New
MSS
59
Mitchell Sinkler & Starr
Pennsylvania
$211K +$200K +1,990 New
GBT
60
Grove Bank & Trust
Florida
$200K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$153K +$201 +2 +0.1%
PTC
62
Private Trust Company
Ohio
$132K – – –
AWM
63
Atticus Wealth Management
Florida
$108K +$201 +2 +0.2%
CPA
64
Clear Point Advisors
New York
$84.7K +$101 +1 +0.1%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$74.4K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$71.1K +$101 +1 +0.1%
Comerica Bank
67
Comerica Bank
Texas
$63.5K +$101 +1 +0.2%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$60K +$57K +567 New
PGAM
69
Princeton Global Asset Management
New Jersey
$54.5K +$101 +1 +0.2%
SNB
70
Security National Bank
Nebraska
$49.4K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$48.7K – – –
BCWM
72
Bartlett & Co Wealth Management
Ohio
$42.3K – – –
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$32.8K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$32K +$30.9K +307 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$29.9K – – –
1 2
3
4 5

SHE Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2024, worth a combined $81.4M — down 15% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.2M. The largest seller was Rock Creek Group, exiting entirely with an estimated $17.1M sold.

  • 99 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2024, up from 95 in Q4 2023.
  • Funds reported $81.4M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2024 was Cetera Advisors, an estimated $3.2M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2024 was Rock Creek Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.